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Advanced 1031 Exchange and Delaware Statutory Trusts: Tax Savings to Wealth Creation

4.6 (1279)

Jeffrey Bangerter

Bangerter Financial Services, Inc

Wednesday, January 13, 2021 | 02:00 PM EDT

  • CPA/ABV
  • CPA (US)
  • EA
  • Tax Preparer
  • CTEC

1 Credit

FREE

Subject Area

Taxes

Webinar Qualifies For

1 CPE credit of Taxes for all CPAs

1 CE credit of Federal Tax for Enrolled Agents ( IRS Approved : GEHNZ ) (Approval No. GEHNZ-T-00148-20-O)

1 CE credit of Federal Tax Subjects for California Tax Professionals (CTEC Approved - 6273) (Approval No. 6273-CE-0157)

1 CE credit of Federal Tax for Maryland Tax Preparers (Approval No. GEHNZ-T-00148-20-O)

1 General Educational credit for Tax Professionals / Bookkeepers / Accountants

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Course Description

ADVANCE 1031 EXCHANGE FOR CPAs & ACCOUNTANTS WITH ACCREDITED INVESTOR CLIENTS
This presentation will discuss the basics of the 1031 process, a brief history and overview of DSTs, why taxpayers exchange into fractional ownership programs, who might be appropriate for DSTs, choosing a Qualified Intermediary, understanding the identification rules, and tax considerations when realizing a gain on the sale of real property. Delaware Statutory Trust (DST) properties are considered “like-kind” replacement property pursuant to IRC Revenue Ruling 2004-86. The DST has become the vehicle of choice for fractionalized 1031 exchange properties. Investors are able to 1031 exchange into multiple DST properties in an effort to lower the potential risks of real estate investing. Typical minimum investments are $100k and asset classes range from multifamily apartments, triple net lease properties (NNN), medical office properties, and all-cash/debt-free properties.

The course will go over frequently asked questions regarding DST 1031 and also will real-world case studies of the client making an investment in different scenarios. We will cover using leverage with DST properties as well as all-cash/debt-free DST properties for 1031 exchanges. Course attendees will also be able to see various DST 1031property case studies and example properties. This webinar will cover

  • Overview of DST
  • Inceptions & Lifecycle of DST
  • What Accredited Investor Client is trying to Accomplish and Options Available to them.
  • Case Studies of Investments in DST covering different scenarios
  • Process and Due Diligence of DST
  • DST FAQs

Learning Objectives

  • How DST properties are structured & How they work.
  • Types of DST properties available in today’s market.
  • Identify the latest exchange trends affecting investors in the current investment market.
  • Identify various options available to investor under DST
  • Process of Due Diligence of DST, Qualified intermediary and others.

Who Should Attend?

  • CPA - Large Firm
  • CPA - Mid Size Firm
  • CPA - Small Firm
  • CPA in Business
  • Enrolled Agent
  • Entrepreneurial CPA
  • Tax Firm
  • Tax Practitioners
  • Tax Preparer
  • Tax Pros
  • Young CPA

Testimonial

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(
    [no_of_record] => 1279
    [average] => 4.5723
)
 

4.6

(1279)
67%
26%
5%
1%
1%

PWF

The best one yet. An interesting topic - and, though "advanced", enough of the basics were covered so that really anyone could benefit from it. Moved at a perfect pace, with not too much repetition and deliberation, yet super easy to understand. Five Stars.

ML

This was an excellent presentation! With over 35 years in practice, the 1031 exchange has been a great tool for my clients. The DST adds a new dimension.

SH

The topic more complex than many. The presenter did a very nice job of explaining the complexity in a clear manner.

BHB

Jefferey did a really great job and provided us with scenarios related to the DST and, helped me be engaged in the training even if the topic was little bit technical. He made the topic seem very interesting for the listeners."

EFB

I loved Jeff's enthusiasm and delivery of the valuable content! He has a way to make DST information interesting! Will definitely share my experience with my colleagues

BT

Excellent webinar to help us understand such complex issues. Information presented in such a manner that it seems very interesting for the listeners. Jeff shared a lots of important information on DST guidelines. Highly recommended.